How to Create a New Entry in the CRM System

To create a new lead or opportunity in the CRM system, follow these steps:

1. Navigate to the CRM Module:

2. On the left sidebar, click on CRM to open the Customer Relationship Management system.

3. lick on the New Button:

4. In the top left corner, click the New button (highlighted in green) to start a new entry.

5. Fill in the Required Information:

Organization / Contact: Enter the name of the organization or individual.

Opportunity: Provide a brief description of the opportunity (e.g., "Product Pricing").

Email: Input the email address of the contact person.

Phone: Provide the phone number for easy communication.

Expected Revenue: Enter the estimated revenue for this opportunity.

Click Add to Save the Entry:

1. After filling in all necessary details, click the "Add" button to save your new lead or opportunity. Edit if Needed:

2. Once added, the opportunity will appear in the appropriate section (e.g., New, Qualified, Proposition, or Won) based on its status in the sales pipeline.

Viewing a Newly Added Entry in the Sales Pipeline

When you add a new entry to the sales pipeline and click on it, the system opens its detailed view. Here's what happens:

Pipeline Entry Details Page Opens:

The CRM system navigates to the details of the newly added pipeline entry. Pipeline Information Displayed:

Company Name: The business associated with this opportunity (e.g., Hubtech Enterprises).

Expected Revenue: The potential revenue from this opportunity (e.g., $5,000).

Probability: The estimated success rate of closing the deal (e.g., 33.14%).

Customer Details: Name: The client's business name (e.g., HUBTECH). Email: The customer's contact email. Phone Number: The provided contact number. Sales Information:

Salesperson Assigned: The representative managing this opportunity (e.g., Mitchell Admin).

Expected Closing Date: (Empty in this case but can be set).

Pipeline Stage: The deal's progress through the sales funnel (New → Qualified → Proposition → Won).

Tags & Rating: A rating system to evaluate the opportunity's quality. Available Actions:

New Quotation Button: Generate a quotation for the opportunity.

Mark as Won or Lost: Update the status based on the deal's progress.

Internal Notes & Extra Information: Add comments or attach relevant details.

How to Generate Leads in the CRM System

Generating leads in the CRM system allows you to identify potential customers and track them efficiently. Follow these steps to generate leads:

1. Navigate to the CRM Module:

2. On the left sidebar, click on "CRM" to access the lead management system. Click on the "Generate Leads" Button:

3. At the top of the CRM interface, locate and click the "Generate Leads" button. Specify Lead Details:

4. Number of Leads: Enter the number of companies or leads you want to generate.

5. Country Selection: Choose the country (e.g., United States).

6. States (Optional): Select specific states if needed.

7. Industries (Optional): Specify an industry to filter leads.

8. Filter on Size: If applicable, filter leads by company size.

9. Sales Team: Assign a sales team for these leads.

10. Salesperson: Assign a specific salesperson (e.g., Mitchell Admin).

Default Tags: Add relevant tags for easy classification.

1. Click "Generate Leads":

Once all the details are filled, click the "Generate Leads" button to create the leads. Review Generated Leads:

The new leads will now appear in the CRM system under the appropriate category for further follow-up and nurturing. This process ensures that sales teams have a structured approach to finding and managing potential clients efficiently.